G
$121.1M Total AUM
$120.9M Disc. AUM
-- 3Y CAGR
4 Employees
103 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-2026
- Office Locations
- 1
Office Locations
8145 North Main Street Dayton OH
About Gudorf Financial Group, LLC
Gudorf Financial Group, LLC is an independent, fee-only fiduciary financial planning and investment management firm in Dayton, OH. Founded by CFP professional Daniel M. Gudorf, it focuses on retirement and tax planning for individuals over age 50 and their families, integrating investment, tax, and estate planning (including Social Security and Medicare planning). Custody relationships include Charles Schwab and Fifth Third Bank.
Team overview
-- AVG AGE
$60.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
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Technology
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Owner & Executives
D
DANIEL M. GUDORF
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6011685
- Ownership
- 75% or more
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A
Allison Marie Szkody
--
- CRD
- #7326281
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,919,653 | $523,462 |
| Non-Discretionary | $210,768 | $19,161 |
| Total | $121,130,421 | $500,539 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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